# National Retail Federation 401(k) Plan
Source: https://planprovider.pro/companies/national-retail-federation-401k-plan

> National Retail Federation&#39;s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Retail Federation

- **Sponsor EIN:** 135582627

- **Sponsor Address:** 1101 NEW YORK AVE NW, WASHINGTON, DC, 200054269

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $49.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$49.1M|$2.1M|$1.6M|

| 2023|107|$41.7M|$2.0M|$1.6M|

| 2022|98|$36.9M|$1.7M|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MCKONLY & ASBURY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,107|—|$6,107|—|—|

| 2023|$4,080|—|$4,080|—|—|

| 2022|$3,474|—|$3,474|—|—|

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